21 min

A Conversation with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth SIRIANNI: An Industry in Transition

    • Careers

This week, AdvisorHub’s CEO, Tony Sirianni talks with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth. The two discuss resuming engagement with advisors, the impact of tax changes on succession plans, the elements of teaming with the new generation of advisors, and using new technology to better our business.

LISTEN TO ADDITIONAL EPISODES

Watch This Episode in Video

 

This week, AdvisorHub’s CEO, Tony Sirianni talks with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth. The two discuss resuming engagement with advisors, the impact of tax changes on succession plans, the elements of teaming with the new generation of advisors, and using new technology to better our business.

LISTEN TO ADDITIONAL EPISODES

Watch This Episode in Video

 

21 min